Business Sale and Exit Planning
This is one of the most important decisions any business owner will ever make.
The decision is not only an economic one but also an emotional one and in many cases it is also a life-changing event. It is therefore critical that the decision on which adviser to use is taken with the utmost care and consideration.
We work with you and review your possible exit options, ascertain your goals and objectives and decide on the most effective exit route for you.
We utilise a sale process normally only undertaken by larger consultancies when dealing with multi-national organisations. This process has been adapted and now made available to owners who are managing their own businesses.
In summary, the process involves the following steps:
We are not Brokers and we never email or provide any of your details to any party without first obtaining your consent.
We manage the complete process so that you may continue to focus on what you do best – manage your business. We aim to make the whole process as smooth and seamless as possible.
We recognize that a successful sale is more than obtaining an acceptable price. It is also about obtaining satisfactory payment terms, minimizing taxation and matching the future business objectives and corporate philosophy between seller and buyer.
Our interests are aligned with yours - we do not make any money until you have made yours. For most services we bill our clients by agreed Day Rates, however when it comes to selling a business we are primarily compensated by a success fee payable when a transaction has been completed. Our motivation to succeed is therefore firmly aligned with your objectives and this also highlights the confidence in our own ability to succeed.
This is one of the most important decisions any business owner will ever make.
The decision is not only an economic one but also an emotional one and in many cases it is also a life-changing event. It is therefore critical that the decision on which adviser to use is taken with the utmost care and consideration.
We work with you and review your possible exit options, ascertain your goals and objectives and decide on the most effective exit route for you.
We utilise a sale process normally only undertaken by larger consultancies when dealing with multi-national organisations. This process has been adapted and now made available to owners who are managing their own businesses.
In summary, the process involves the following steps:
-
Preparation
- Understanding your business
- Suggesting a period of business grooming, if appropriate
- Preparation of a detailed Information Memorandum document
- Undertaking a thorough proactive research process to identify and pre-qualify organisations who may be interested in acquiring a business such as yours
- The aim is to identify multiple prospective buyers, thereby increasing the chances of a successful transaction and maximizing value
- During this stage we also leverage our extensive network on your behalf
- After consultation with yourselves, approaching selected companies with brief, anonymous details regarding your business with the view to ascertaining their acquisition appetite
- The parties who demonstrate interest are further screened and, after executing appropriate confidentiality agreements, are provided with the Information Memorandum document
- Provide answers to questions raised and attend meetings on your behalf
- Progress discussions and elicit offers
- Undertake detailed negotiations on your behalf
- Finalise offers and Heads Of Agreement
- Assist in the due diligence process
- Liaise with your legal and taxation advisers on all necessary matters
- Manage the transaction to a successful completion
Marketing
Execution
We are not Brokers and we never email or provide any of your details to any party without first obtaining your consent.
We manage the complete process so that you may continue to focus on what you do best – manage your business. We aim to make the whole process as smooth and seamless as possible.
We recognize that a successful sale is more than obtaining an acceptable price. It is also about obtaining satisfactory payment terms, minimizing taxation and matching the future business objectives and corporate philosophy between seller and buyer.
Our interests are aligned with yours - we do not make any money until you have made yours. For most services we bill our clients by agreed Day Rates, however when it comes to selling a business we are primarily compensated by a success fee payable when a transaction has been completed. Our motivation to succeed is therefore firmly aligned with your objectives and this also highlights the confidence in our own ability to succeed.
